Market Navigators/Market Outlook | December 17, 2024 Premium US CPG—Retail 2025 Sector Outlook: Promotions and Innovation Will Be Key Focus AreasDiscover directional market insights and themes to watch in US CPG (consumer packaged goods) retailing in 2025. We touch on mergers and acquisitions (M&A), inflation and personalization, among other topics. Read More
Market Navigators/Market Outlook | December 17, 2024 Premium US Home and Home Improvement—Retail 2025 Sector Outlook: A Modest Recovery with a Focus on ProDiscover directional market insights and themes to watch in US home and home-improvement retailing in 2025. We touch on interest rates, home prices, expanded loyalty programs and more. Read More
Insight Report | December 11, 2024 Premium Earnings Insights 3Q24, Week 7: Comp Sales Growth for Dollar General, Dollar Tree, Kroger and MoreOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on third-quarter 2024 earnings from companies that reported in the week ended December 8, 2024, including Dollar Tree and Kroger, among others. Read More
Deep Dive | December 11, 2024 Databank Members Economic Sentiment Weakens as Tariff Prospects Heighten: China Consumer Survey InsightsDiving into new survey data, we assess Chinese consumers’ expectations for their personal finances and the economy, considering China’s stimulus measures and potential tariffs from the US. We also present an update on consumer behavior and shopping trends. Read More
Insight Report | December 5, 2024 Premium Procter & Gamble Investor Day 2024: Striving for Superiority and Prioritizing Productivity for Long-Term GrowthDiscover insights from Procter & Gamble’s (P&G’s) Investor Day, covering the company’s strategic pillars and focus areas under its integrated growth strategy. Read More
Insight Report | December 4, 2024 Premium Earnings Insights 3Q24, Week 6: Best Buy, Kohl’s and Macy’s Report Comp DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on third-quarter 2024 earnings from companies that reported in the week ended December 1, 2024, including Kohl’s, Macy’s, among others. Read More
Insight Report | November 27, 2024 Premium Earnings Insights 3Q24, Week 5: BJ’s Wholesale, Target, Walmart and Others Report Positive Sales Growth During Holiday 2024Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on third-quarter 2024 earnings from companies that reported in the week ended November 24, 2024, including Gap, Lowe’s, Target and Walmart, among others. Read More
Insight Report | November 25, 2024 Premium November 2024 US Retail Sales Outlook: Strong October To Fuel Solid Holiday SalesThe monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of November 19, 2024. Read More
Insight Report | November 21, 2024 Premium A Focus on Value and Inclusivity via Generic Medications: Global Learnings in HealthcareWe explore the approaches that different countries—including China and India—are taking to enhance their healthcare systems and navigate the dynamic global healthcare market. Read More
Insight Report | November 20, 2024 Premium Earnings Insights 3Q24, Week 4: Sales Growth for Alibaba, Home Depot and JD.comOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on third-quarter 2024 earnings from companies that reported in the week ended November 17, 2024, including Alibaba, Capri Holdings, and The Home Depot, among others. Read More
Insight Report | November 18, 2024 Premium Ulta Beauty Investor Day 2024: Targeting Sustainable Growth, with a Focus on Digital InnovationDiscover insights from Ulta Beauty’s Investor Day 2024, covering the company’s strategic priorities for sustainable growth. Read More
Company Profile | November 16, 2024 Premium Ulta Beauty, Inc. (NasdaqGS: ULTA) Company ProfileUlta Beauty is a US-based beauty retailer, headquartered in Bolingbrook, Illinois, offering more than 25,000 products across more than 600 brands, including its private-label selections. Read More
Insight Report | November 13, 2024 Premium Earnings Insights 3Q24, Week 3: Ralph Lauren, Qurate, Wayfair and Others Provide Holiday 2024 Updates Alongside EarningsOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on third-quarter 2024 earnings from companies that reported in the week ended November 10, 2024, including Amazon, Coty, Ralph Lauren, Qurate Retail and Wayfair, among others. Read More
Deep Dive | November 11, 2024 Databank Members Further Stimulus Measures—Are They Moving the Needle on Sentiment?: China Consumer Survey InsightsDiving into new survey data, we assess Chinese consumers’ expectations for their personal finances and the economy, considering China’s stimulus measures. We also present an update on consumer behavior and shopping trends. Read More
Insight Report | November 6, 2024 Premium Earnings Insights 3Q24, Week 2: Sales Decline at Carter’s, Estée Lauder and HerbalifeOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on third-quarter 2024 earnings from companies that reported in the week ended November 3, 2024, including Carter’s, Crocs, Deckers Outdoor, Estée Lauder, Floor & Decor and Sprouts Farmers Market, among others. Read More
